Revealed (4): More shortlists – 2018 Women in Financial Advice Awards

Contribution to Gender Diversity, Most Inspiring Returner and more

Retirement Planner and Professional Adviser are proudly publishing the shortlists for the inaugural Women in Financial Advice Awards, the winners of which will be announced at a ceremony in London on 10 October.

Run in association with RP and PA’s sister brand Coverthe Women in Financial Advice Awards are designed to celebrate the achievements of women working within the financial advice community and also the broader financial services sector in the UK.

We are delighted our enterprise appears to have struck a real chord with our readers, with more than 800 nominations received across the different categories.

Every nominee was invited to fill in a questionnaire addressing factors such as their achievements in the workplace, challenges faced, and contributions to support and inspire women and, on the basis of the responses, the shortlists were reached.

Over the coming days, we will be revealing more people and firms vying for some two dozen awards. After five categories each herehere and here we move on to the shortlists for Contribution to Gender Diversity, Most Inspiring Returner, Retirement Planner of the Year, Woman of the Year – Mortgages (including Equity Release) and Woman of the Year – Protection

Contribution to Gender Diversity
AIG Life AIG Life
Independent Women Independent Women
LifeSearch LifeSearch
Niche Independent Financial Advisers Ltd Niche Independent Financial Advisers
Nucleus Financial Nucleus Financial
Philippa Gee Wealth Management Ltd Philippa Gee Wealth Management
Quilter plc Quilter
Sesame Bankhall Group Sesame Bankhall Group
Women in Venture Capital MJ Hudson Allenbridge
Zurich Zurich


Most Inspiring Returner
Amanda Hallam St. James’s Place Wealth Management
Cathi Harrison Para-Sols
Emma McNally Chase de Vere
Helen Croft AIG LIFE
Jennifer Davy Independent Women
Kathryn Knowles Cura Financial Services
Rachel Kitching Cooper Parry Wealth
Samantha Naylor Compass Personal Finance


Retirement Planner of the Year
Anita Wright Bishops Financial Planning
Gretchen Betts Magenta Financial Planning
Helen Vaughan Fiona Gray Financial Planning
Jayne Gibson Insight.Out Financial
Jo Noon Cockburn Lucas 4 Women / Cockburn Lucas
Julie Lavers A V Trinity
Katharine Lindley EQ Investors
Lena Patel ISJ Financial Planning
Rachelle Lewis Stonehage Fleming


Woman of the Year – Mortgages (inc Equity Release)
Alice Watson Canada Life / Retirement Advantage
Amanda Day More2life
Gemma Harle Intrinsic
Paula Hughes Key Retirement
Sarah Grace Sarah Grace Mortgage


Woman of the Year – Protection
Emma Thomson LifeSearch
Kathryn Knowles Cura Financial Services
Katya MacLean Guardian Financial Services
Rose St Louis Zurich
Vicky Churcher AIG Life


On Monday, we will reveal our final six shortlists, which will comprise those in the running to win the six regional categories of Financial Adviser of the Year – from whom the overall Financial Adviser of the Year 2018 will be picked.

Make sure you do not miss out on the chance to celebrate a colleague’s or your own success when the winners are announced at the ceremony at the Marriott Grosvenor Square in central London on 10 October. You can find out more details about the evening or book your table here